Q3 2013 Holdings
Filed 2013-11-14 | 14 holdings | $240.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ocwen Finl Corp | COM NEW | 675746309 | $31.5K | 564,588 | 13.1% |
| Chicago Bridge & Iron Co N V | COM | 167250109 | $31.4K | 462,902 | 13.0% |
| Valero Energy Corp New(VLO) | COM | 91913Y100 | $28.2K | 824,512 | 11.7% |
| Post Hldgs Inc(POST) | COM | 737446104 | $25.1K | 621,522 | 10.4% |
| Facebook Inc(META) | CL A | 30303M102 | $20.2K | 402,830 | 8.4% |
| Monsanto Co New | COM | 61166W101 | $19.6K | 187,715 | 8.1% |
| Priceline COM Inc | COM NEW | 741503403 | $18.4K | 18,179 | 7.6% |
| Directv | COM | 25490A309 | $13.3K | 222,526 | 5.5% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $10.7K | 143,405 | 4.4% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $10.6K | 128,832 | 4.4% |
| Amtrust Finl Svcs Inc | COM | 032359309 | $10.0K | 256,083 | 4.2% |
| Ebay Inc(EBAY) | COM | 278642103 | $9.5K | 169,706 | 3.9% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $8.0K | 57,806 | 3.3% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $4.3K | 330,824 | 1.8% |